WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.83B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.28M
3
+$1.94M
4
CSCO icon
Cisco
CSCO
+$1.17M
5
MSFT icon
Microsoft
MSFT
+$1.13M

Top Sells

1
+$10.1M
2
+$8.73M
3
+$5.6M
4
MMM icon
3M
MMM
+$3.67M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.46M

Sector Composition

1 Financials 17.15%
2 Technology 13.88%
3 Healthcare 9.83%
4 Consumer Discretionary 9.72%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$300K 0.02%
11,099
+2,000
202
$298K 0.02%
8,973
+665
203
$293K 0.02%
3,350
-48
204
$288K 0.02%
2,266
205
$288K 0.02%
6,389
-13,980
206
$286K 0.02%
+1,083
207
$286K 0.02%
11,363
-2,555
208
$274K 0.02%
2,307
209
$273K 0.01%
1,716
+261
210
$268K 0.01%
+3,462
211
$266K 0.01%
+2,207
212
$264K 0.01%
2,080
213
$257K 0.01%
4,350
+720
214
$255K 0.01%
+7,060
215
$252K 0.01%
2,227
216
$251K 0.01%
+2,173
217
$246K 0.01%
3,844
218
$243K 0.01%
+2,408
219
$242K 0.01%
+1,181
220
$238K 0.01%
3,521
-250
221
$236K 0.01%
2,225
222
$236K 0.01%
+5,707
223
$234K 0.01%
+4,200
224
$231K 0.01%
+5,000
225
$228K 0.01%
+5,325
6 7 8
9
10